Cordasco Financial Network’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-208
| Closed | -$11K | – | 533 |
|
|
2020
Q2 | $11K | Hold |
208
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $9K | Hold |
208
| – | – | 0.01% | 264 |
|
|
2019
Q4 | $10K | Hold |
208
| – | – | 0.01% | 278 |
|
|
2019
Q3 | $9K | Hold |
208
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $9K | Hold |
208
| – | – | 0.01% | 294 |
|
|
2019
Q1 | $9K | Hold |
208
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $8K | Hold |
208
| – | – | 0.01% | 263 |
|
|
2018
Q3 | $9K | Hold |
208
| – | – | 0.01% | 245 |
|
|
2018
Q2 | $8K | Buy |
+208
| New | +$8K | 0.01% | 258 |
|
|
2015
Q2 | – | Sell |
-752
| Closed | -$21K | – | 296 |
|
|
2015
Q1 | $21K | Hold |
752
| – | – | 0.02% | 204 |
|
|
2014
Q4 | $21K | Hold |
752
| – | – | 0.02% | 202 |
|
|
2014
Q3 | $20K | Buy |
+752
| New | +$20K | 0.02% | 209 |
|